(VRIG) Invesco Variable Rate - Performance 5.3% in 12m
Compare VRIG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.44%
#2 in Group
Rel. Strength
49.59%
#4012 in Universe
Total Return 12m
5.29%
#28 in Group
Total Return 5y
25.46%
#4 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: VRIG (5.3%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: VRIG vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for VRIG
| Total Return (including Dividends) | VRIG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.92% | -2.76% | 11.72% |
| 3 Months | 0.76% | -1.93% | -6.46% |
| 12 Months | 5.29% | 0.78% | 10.48% |
| 5 Years | 25.46% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | VRIG | TLT | S&P 500 |
| 1 Month | 85.9% | 4.9% | 84% |
| 3 Months | 61.1% | -13.9% | -82.6% |
| 12 Months | 99.3% | -22% | 52.6% |
| 5 Years | 94.3% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #53 | 3.79% | -9.67% |
| 3 Month | #51 | 2.75% | 7.72% |
| 12 Month | #29 | 4.47% | -4.70% |
| 5 Years | #4 | 109% | -40.5% |
FAQs
Does VRIG Invesco Variable Rate outperforms the market?
Yes,
over the last 12 months VRIG made 5.29%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months VRIG made 0.76%, while TLT made -1.93%.
Over the last 3 months VRIG made 0.76%, while TLT made -1.93%.
Performance Comparison VRIG vs Indeces and Sectors
VRIG vs. Indices VRIG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.10% | -10.8% | 3.93% | -5.19% |
| US NASDAQ 100 | QQQ | -2.66% | -13.8% | 3.24% | -5.76% |
| US Dow Jones Industrial 30 | DIA | -2.28% | -7.75% | 3.89% | -2.56% |
| German DAX 40 | DAX | -4.54% | -16.8% | -18.6% | -22.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.69% | -11.5% | 9.30% | -0.32% |
| Hongkong Hang Seng | HSI | -3.77% | -12.7% | 3.37% | -3.95% |
| India NIFTY 50 | INDA | -1.73% | -9.64% | 2.34% | 0.82% |
| Brasil Bovespa | EWZ | 2.04% | -10.6% | 2.78% | 16.0% |
VRIG vs. Sectors VRIG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.89% | -10.9% | -3.19% | -16.2% |
| Consumer Discretionary | XLY | -0.62% | -9.41% | 3.61% | -6.53% |
| Consumer Staples | XLP | -0.94% | -4.16% | 0.21% | -4.84% |
| Energy | XLE | 3.18% | -1.96% | 11.5% | 16.2% |
| Financial | XLF | -2.44% | -11.2% | -4.41% | -17.0% |
| Health Care | XLV | 0.53% | -1.81% | 8.05% | 6.02% |
| Industrial | XLI | -3.83% | -13.8% | 2.53% | -4.90% |
| Materials | XLB | -1.65% | -9.09% | 11.4% | 9.88% |
| Real Estate | XLRE | -2.50% | -9.23% | 5.03% | -11.7% |
| Technology | XLK | -3.32% | -16.5% | 6.99% | -0.58% |
| Utilities | XLU | -0.89% | -7.47% | -0.82% | -13.9% |
| Aerospace & Defense | XAR | -3.55% | -20.1% | -10.6% | -20.3% |
| Biotech | XBI | -1.37% | -12.3% | 20.1% | 13.9% |
| Homebuilder | XHB | -2.81% | -6.41% | 20.4% | 14.2% |
| Retail | XRT | -2.07% | -7.91% | 10.5% | 9.20% |